Tax Advisor

6 days ago


West Chester, Pennsylvania, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their tax needs and provide personalized service.
  • Conduct tax interviews with clients to gather information and provide tax planning advice.
  • Prepare and review tax returns, ensuring accuracy and compliance with tax laws and regulations.
  • Provide tax audit support and representation to clients, ensuring they are prepared for any tax-related issues.
  • Stay up-to-date with tax laws and regulations, and provide ongoing education and training to clients on tax-related matters.
Requirements
  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning.
  • Ability to effectively communicate with clients, both in person and virtually.
  • Comfort working with virtual tools, such as video conferencing and chat.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements.
What We Offer

As a Tax Advisor with Block Advisors, you will have the opportunity to work with a dynamic team of professionals who are passionate about providing exceptional client service. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

At H&R Block, we are committed to building a connected culture that values diversity, equity, and inclusion. We believe that everyone deserves to feel welcome and valued, and we strive to create an environment where everyone can thrive.


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